Policy Owner Services Specialist

Join Our Team at EPIC Insurance Brokers & ConsultantsCome join our team! EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" – people who know what they want and aren't afraid to make it happen.Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.Location: New Castle, PA (On-site)Greater New Castle region, including nearby communities in PA and OHZip Codes: 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101What You'll Do:Receive communication from insurance companies regarding our clients' policies and respond accordinglyProvide courtesy notifications to clients whose premium payments are lateAssist clients with servicing of existing policies, including:Beneficiary and ownership changesBank changesPremium mode changesDuplicate policy requestsAgent of Record changesCoverage reductionsOver-age policy conversionLapse and reinstatementCancellationDeath claimsUpdate database to reflect policy changes and changes to client contact informationCommunicate with clients' financial institutions and insurance companies to process collateral assignments of life insurance policiesProcess policy suspension due to military deployment and reinstatement from suspensionProvide high-quality customer service to established clienteleWhat You'll Bring:High School Diploma or equivalent requiredPreferred SkillsHigh-level customer service skillsSuperior attention to detailAbility to multitask and balance demanding workload in a fast-paced environmentStrong Microsoft Office skills, especially Outlook and WordCompensation:Compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package. Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data.Why EPIC:EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:Generous Paid Time offManaged PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.